Charlie Mortimer, CFA

Charlie Mortimer, CFA has a diverse work experience spanning various roles and industries. Starting in 2007, Charlie gained work experience at Barclays Wealth and Investment Management, followed by a position at Gerald Eve in 2008. In 2009, they worked as an Assistant Teacher at Bishops Diocesan College, and in 2010, they served as a Temporary Summer Worker at Inside Outside Marquee Hire. In 2012, they worked as an Underwriting Intern at Hiscox.

Charlie's professional career began in 2013 at Citi, where they joined as a Summer Analyst. Charlie subsequently held roles as an Analyst in Markets - Equity Sales and as a Vice President in Equity Research. From 2021 to 2022, they served as a Vice President in Investment Banking at Citi.

In 2022, Charlie co-founded Stellar Fusion, where they currently hold the position of Co-Founder and CFO. In 2023, they joined the team at Finimize as a Community Host.

Charlie Mortimer, CFA obtained their Bachelor of Science (BS) degree in Economics and Politics from the University of Bristol, where they attended from 2010 to 2013. Prior to that, they attended Epsom College from 2004 to 2009, focusing on Maths, Economics, and Politics. In addition to their educational background, Charlie Mortimer holds the Chartered Financial Analyst (CFA) certification, awarded by The Chartered Institute for Securities & Investment (The CISI).